Privacy Policy

This Policy applies to personal information collected through our website, mobile applications, email communications, and other interactions where this Privacy Policy is referenced. The data controller responsible for your personal information is BostonMortgagePro.

Data Controller Contact

Email: support@bostonmortgagepro.com

• Personal Information: Any information that identifies or can reasonably identify an individual.
• Processing: Any operation performed on personal information (collecting, storing, using, disclosing, etc.).
• Service Providers / Processors: Third parties who process personal information on our behalf under contract.

A. Information you provide directly

• Contact information: name, email address, phone number
• Mortgage and property information you submit (loan preferences, income, property address)
• Files or documents you upload (IDs, income documents) — only if explicitly requested
• Communications and messages you send to us

B. Information collected automatically

• Device and browser data (IP address, device identifiers, browser type and version)
• Usage data (pages visited, date/time, referring URL, click activity)
• Performance and diagnostics data

C. Cookies & Similar Technologies

We and our partners use cookies, web beacons, local storage, and similar technologies. See the "Cookies & Tracking" section below for details.

If you are an EU/EEA/UK resident, we process personal information only where we have a lawful basis to do so, including:

• Performance of a contract (e.g., to provide requested services)
• Legal compliance (e.g., anti-fraud, recordkeeping)
• Legitimate interests (e.g., security, analytics, product improvement) — we balance these interests against your rights
• Your consent (for marketing or non-essential cookies) where required

• To provide, maintain, and improve the Services
• To respond to inquiries and provide customer support
• To assess eligibility and provide mortgage-related information and quotes
• To send administrative and transactional communications
• To analyze and optimize performance and user experience
• To detect, prevent, and investigate fraud, abuse, or security incidents

We may combine information collected from different sources and use aggregated or anonymized data for analytics and business purposes.

Cookie categories we use

• Strictly necessary: required for basic site functionality (cannot be opted-out).
• Performance & analytics: measure and improve site performance (e.g., Google Analytics).
• Functional: support preferences and non-essential features.
• Advertising & targeting: used to deliver relevant ads and measure ad performance.

You may control or delete cookies through your browser settings and use available opt-out mechanisms for analytics and advertising providers. Disabling cookies may reduce functionality.

We do not sell or rent personal information. We may share information in the following limited circumstances:

• Service providers: processors who perform services under contract (hosting, analytics, CRMs, email delivery).
• Lenders & partners: when you request that we connect you with lenders or partners for mortgage services.
• Legal obligations: to comply with law, respond to lawful requests, or to protect rights, safety, or property.
• Business transfers: as part of a merger, acquisition, or sale of assets; we will notify users where required by law.

Your information may be transferred to, stored, and processed in countries outside your jurisdiction, including the United States. Where required by applicable law, we use appropriate safeguards (standard contractual clauses, binding corporate rules, or equivalent measures) to protect your personal information.

We retain personal information only as long as necessary to fulfill the purposes described in this Policy, comply with legal obligations, resolve disputes, and enforce our agreements. Example retention periods:

• Contact form submissions: retained for up to 3 years unless you request deletion
• Account data: retained while account is active and for a limited period after account closure for legal or business purposes
• Transactional records: retained to satisfy tax, audit, and regulatory obligations (typically 4–7 years)

We implement commercially reasonable technical, administrative, and physical safeguards to protect personal information. Measures include access controls, encryption in transit (TLS), and regular security assessments. However, no internet transmission or storage system is completely secure. We cannot guarantee absolute security.

Depending on your jurisdiction, you may have rights such as:

• Right to access and receive a copy of your personal information
• Right to correct or update inaccurate information
• Right to request deletion or restriction of processing
• Right to data portability
• Right to object to processing and to withdraw consent (where processing is based on consent)
• California residents: rights under CCPA/CPRA (right to know, delete, opt-out of sale/sharing, non-discrimination)

How to submit a request

1. Email us at support@bostonmortgagepro.com with the subject line: Privacy Request — [Your Full Name].
2. Include a clear description of the request (e.g., “delete my personal information” or “data access request”).
3. To protect your privacy, we will verify your identity before fulfilling the request. Verification may require reasonable documentation or confirmation of account details.
4. We will respond to verifiable requests in accordance with applicable law, typically within the statutory timeframe (for example, 30 days where required), and notify you if we need more time.

If you are a California resident and wish to opt out of the sale or sharing of personal information, email support@bostonmortgagepro.com.

We may use automated systems to analyze information and provide personalized content or pre-qualification estimates. Decisions that produce legal or similarly significant effects will not be based solely on automated processing unless you are provided meaningful information and the opportunity to contest the decision, where required by law.

Our Services are not directed to individuals under 18. We do not knowingly collect personal information from children under 18. If you believe we have collected information from a child without parental consent, contact us and we will take steps to delete the information where required by law.

Our Services may contain links, plugins, or widgets that direct you to third-party sites or services. We are not responsible for the privacy practices or content of those third parties. Review their privacy notices before providing personal information.

We may revise this Privacy Policy from time to time. Material changes will be highlighted and posted with a revised Effective Date. Continued use of the Services after changes indicates acceptance of the updated policy.

For questions, privacy requests, or complaints, contact our Privacy Team:

Email: support@bostonmortgagepro.com

If you are an EU/EEA data subject and believe your rights have not been respected, you may also lodge a complaint with your local supervisory authority.

THIS POLICY IS PROVIDED FOR INFORMATIONAL PURPOSES AND DOES NOT CONSTITUTE LEGAL ADVICE. WHILE WE STRIVE TO PROTECT PERSONAL INFORMATION, WE CANNOT GUARANTEE ABSOLUTE SECURITY. PLEASE CONSULT COUNSEL FOR LEGAL ADVICE ON PRIVACY, DATA PROTECTION, OR REGULATORY COMPLIANCE APPLICABLE TO YOUR USE CASE.